CIK 1765536
Summit Financial, LLC
Institutional 13F holdings & portfolio
Holdings
1,283
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 551–600 of 1,283
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PSI | INVESCO EXCHANGE TRADED FD T | 19K | $1M+ | SH |
| FEX | FIRST TR EXCHANGE-TRADED ALP | 13K | $1M+ | SH |
| FICS | FIRST TR EXCHANGE TRADED FD | 37K | $1M+ | SH |
| DASH | DOORDASH INC | 7K | $1M+ | SH |
| SHYG | ISHARES TR | 35K | $1M+ | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 54K | $1M+ | SH |
| ARCC | ARES CAPITAL CORP | 72K | $1M+ | SH |
| CGSD | CAPITAL GRP FIXED INCM ETF T | 56K | $1M+ | SH |
| DHT | DHT HOLDINGS INC | 119K | $1M+ | SH |
| TSCO | TRACTOR SUPPLY CO | 29K | $1M+ | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 36K | $1M+ | SH |
| GLTR | ABRDN PRECIOUS METALS BASKET | 7K | $1M+ | SH |
| MCK | MCKESSON CORP | 2K | $1M+ | SH |
| LVHI | LEGG MASON ETF INVT | 39K | $1M+ | SH |
| APP | APPLOVIN CORP | 2K | $1M+ | SH |
| SMC | SUMMIT MIDSTREAM CORPORATION | 53K | $1M+ | SH |
| URG | UR-ENERGY INC | 1.0M | $1M+ | SH |
| MMM | 3M CO | 9K | $1M+ | SH |
| VMI | VALMONT INDS INC | 3K | $1M+ | SH |
| IGV | ISHARES TR | 13K | $1M+ | SH |
| FDX | FEDEX CORP | 5K | $1M+ | SH |
| JEF | JEFFERIES FINL GROUP INC | 22K | $1M+ | SH |
| CCL | CARNIVAL CORP | 45K | $1M+ | SH |
| KWEB | KRANESHARES TRUST | 40K | $1M+ | SH |
| ASML | ASML HOLDING N V | 1K | $1M+ | SH |
| SHEL | SHELL PLC | 19K | $1M+ | SH |
| ILF | ISHARES TR | 44K | $1M+ | SH |
| ENB | ENBRIDGE INC | 28K | $1M+ | SH |
| IGM | ISHARES TR | 10K | $1M+ | SH |
| UAL | UNITED AIRLS HLDGS INC | 12K | $1M+ | SH |
| MGV | VANGUARD WORLD FD | 10K | $1M+ | SH |
| GRID | FIRST TR EXCHANGE TRADED FD | 9K | $1M+ | SH |
| WPC | WP CAREY INC | 20K | $1M+ | SH |
| EOG | EOG RES INC | 13K | $1M+ | SH |
| UCON | FIRST TR EXCHNG TRADED FD VI | 53K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 6K | $1M+ | SH |
| TCHP | T ROWE PRICE ETF INC | 26K | $1M+ | SH |
| PHO | INVESCO EXCHANGE TRADED FD T | 19K | $1M+ | SH |
| BR | BROADRIDGE FINL SOLUTIONS IN | 6K | $1M+ | SH |
| DLR | DIGITAL RLTY TR INC | 8K | $1M+ | SH |
| FCOM | FIDELITY COVINGTON TRUST | 18K | $1M+ | SH |
| DOV | DOVER CORP | 7K | $1M+ | SH |
| SDOG | ALPS ETF TR | 21K | $1M+ | SH |
| PCEF | INVESCO EXCH TRADED FD TR II | 64K | $1M+ | SH |
| MUR | MURPHY OIL CORP | 40K | $1M+ | SH |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | 31K | $1M+ | SH |
| VALE | VALE S A | 89K | $1M+ | SH |
| FYLD | CAMBRIA ETF TR | 38K | $1M+ | SH |
| IWMI | NEOS ETF TRUST | 25K | $1M+ | SH |
| MCO | MOODYS CORP | 2K | $1M+ | SH |